Margin & Risk sliders

Are the Margin & Risk sliders designed to be "set and forget"? (They seem to always initialize to 50 & 10 at the start of trading...) Or does the strategy adapt to them being changed whenever one want(s), as frequently as one wants?

Is increasing them somewhat (or to the limits) just a question of risk/reward/comfort/ulcers? Or do changes in these sliders affect the strategy algorithms in some way(s)?

Setting the sliders has immediate effect on the strategy. Not on the algorithms, but on money management.

Is this a correct summary of why a trade was skipped:



The Slider settings are 50 x 10 = €500 margin per trade.

USoil was skipped because the algo needed to risk 125 for the trade to make sense.

However despite having 49K equity, the max margin allowed for a single trade is €500, but this is multiplied by the optf factor for the algo asset combination of BB short in USOil.

Does the fact that there are 6 other trades open at the minute affect this calculation? i.e. in addition to margin per trade is there a limit to the margin pool in use?

You have set the slider to 50 EUR Margin.

50 EUR multiplied with OptF for BB Short USOil, plus a factor for previously skipped trades, results in 42 EUR. You need 125 to trade 1 lot, so the trade is not executed. The factor for skipped trades ensures that eventually one future USOil trade will be executed despite the too low margin.

The state of your other trades or your capital has no effect on the margin requirement for a trade.

How does the risk slider affect this calculation?

Does this not act as a multiplier for the margin?

Not for the margin, only for the risk. The risk is the maximum amount that can be lost with a trade. If the risk is higher than Risk slider x Margin slider, the trade is skipped.

I still don't completely understand how the Z strategies determine position sizing in relation to account size and how the margin slider works. For example, with the margin slider set at 50, the minimum required capital for Z12 is $6071. With the margin slider set at 100, the minimum required capital is $11,032. But what if, for example, I had $50K to trade with? With the margin slider set to 100, would the position sizes be the same for a $50K account as for a $10K account? (Obviously, in order to trade a $50K account, I'd need Zorro S).

Yes, the position sizes would be the same. The money on your account does not affect the trade margins.

And how would one increase position sizes (i.e. trade margins) if one had more money to trade. Is that something that's only possible with Zorro S, by changing the upper limit of the margin slider?